on 2014 May 12 10:00 AM
Hi All,
I have a report where I have two fields completed by and quarterly_review.For Q2 I have corresponding value for Quarterly_review columns as Approved(as below)
I kept four hard coded values q1,q2,q3,q4 in my report header section.
So whenever review happened or having a value(quarterly_review field) for the particular quarter I need to show the respected values for that.
otherwise it has to show the empty value.
I think we have to create a formula please suggest how to do
Request clarification before answering.
Hi Kalyan,
Easiest way to do this is to create a crosstab and palce it on the report header.
The Column field should be 'Completed By' and the Summary Field should be 'Quaterly Review' with the summary set to Maximum/Minimum.
-Abhilash
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If you do not wish to use a Crosstab, create separate formulae for each column. An example for Q1 would be:
If {Completed_By} = "Q1" then
{Quaterly_Review}
Go to Insert Summary > Choose this formula field as the field to summarize > choose 'Maximum' as the summary operation and place it on the Report Footer.
Do the same for the other columns.
-Abhilash
Yes, for each of the quarters you'll need to create a separate formula as suggested above.
After creating the formula above, create another formula for each of the quarters. E.g for Q1 would be:
Maximum({@Formula_name_for_Q1})
Place this on the Details Section under Q1 column.
Do the same for all the remaining quarters.
-Abhilash
Change each Quarter_Review formula to:
if {FocusOnCustomer.COMPLETED_BY} = "Q1" then
maximum({@Completed_Q1})
else if {FocusOnCustomer.COMPLETED_BY} = "Q2" then
maximum({@Completed_Q2})
else if {FocusOnCustomer.COMPLETED_BY} = "Q3" then
maximum({@Completed_Q3})
else if {FocusOnCustomer.COMPLETED_BY} = "Q4" then
maximum({@Completed_Q4})
-Abhilash
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